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4716 results found
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UK Payroll - Ability to link Salary Sacrifice on the pension filings
When An employee has a salary Sacrifice an option to directly link it.
In my case its for his pension so an option to link it directly to the pension so it appears on the pension filings.10 votes -
Bank Rules: Save account number using tab
Please bring back the ability to enter an account number with the ability to tab to continue.
5 votes -
Invoice Reminders - Ability to send manually
We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.
11 votesAppreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
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Subscription - Allow downgrade any time (effective at the end of the subscription period)
It is ridiculous that you are forced to set a calendar reminder to come back and downgrade a Xero Subscription in a month's time.
A client may need to increase their subscription purely to account for the crossover period of one staff member leaving and a new one starting and whilst we have no issue paying the additional for the one extra employee, to make it impossible to downgrade for a month after that upgrade is a pathetic cash grab by Xero.
Make it possible to downgrade the file immediately and have it take effect from the future date.7 votes -
Expenses - Option to 'Query' in addition to Approve or Deny
Expenses - Claim query function. Rather than just approve or deny, an option to query with a note to the submitter about the details of the claim or to add a better/proper receipt etc
1 vote -
Reports - Refresh page to load report in new organisation
At the moment on the old P&L and Balance Sheet reports if you change the company on another tab and have the P&L and B/S open in another tab if you press F5 on your keyboard it will update to the new company you have changed to. This feature is not available on the new P&L & B/S which will be the only source from July. I really need this F5 function on the new reports as I have 20 ledgers to run and if I have to keep re-running the P&L & B/S at month end it will significantly add more time to my month end process. Please, please add this function as you have it on the old P&L and B/S and would be very helpful on the new reports.
At the moment on the old P&L and Balance Sheet reports if you change the company on another tab and have the P&L and B/S open in another tab if you press F5 on your keyboard it will update to the new company you have changed to. This feature is not available on the new P&L & B/S which will be the only source from July. I really need this F5 function on the new reports as I have 20 ledgers to run and if I have to keep re-running the P&L & B/S at month end it will significantly…
1 vote -
Bank Reconciliation - Option to not remember last comment
Have a tick option to remember old comment OR not remember for the bank rec. Otherwise people are just going to ignore and use the same comment every time they reconcile a similar transaction, even if it's not valid. Nice to apply this just to comments vs forgetting coding.
1 vote -
Sales Invoices - Ability to set the void date
Invoice - Change voided invoice date
Ability to adjust the void date for a previously voided invoice.
1 voteHi Rachel, could you share any detail of what this would help your business do? Is there a specific reason you'd like to be able to set the Voided invoice date?
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Expense and Income By Contact report - Ability to view contacts business number
one of the ATO requirement is to submit the Expense from other companies with ABN into it. if you can implement by adding ABN to the report, it will be really helpful for us.
Thanks1 vote -
Sales Invoice - Automatically send invoices when they are raised
We would like to generate invoice data from our proprietry software which will be posted as authorised invoices and those invoices be automatically emailed to our customers.
18 votes -
Bank Feeds - Automatic feed for Swiss banks
To establish bank feeds for Swiss banks in Xero.
Purpose: To save users time from having to manually import the statements from Swiss banks into Xero.
20 votesHi everyone, it's helpful to know that having bank feeds available for banks based in Switzerland is important to you.
You can view a full list of direct bank feeds available in your region here. As some of you have noted, if your bank does not currently have a feed available, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.
Another way you can help is by letting your specific banks know that you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.
This idea is open for other community members to vote and comment, so please continue to share your support for this idea here. We'll keep an eye on the discussion here and let you know if we have any updates to share on this.
Hi everyone, it's helpful to know that having bank feeds available for banks based in Switzerland is important to you.
You can view a full list of direct bank feeds available in your region here. As some of you have noted, if your bank does not currently have a feed available, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.
Another way you can help is by letting your specific banks know that you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your…
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Sales invoices Ability to mark an invoice as 'confidential' & hide from some users
Could there be a function added to hide invoices attached to expenses so they can be kept confidential from other users?
3 votes -
Chart of Accounts: Code numbering template
Chart of Accounts - need a suggested code numbering template to enhance uniformity and save time dreaming up numbers.
6 votes -
CIS - Bulk download for subcontractors statements
Bulk download for subcontractor statements- there's currently only the option to download individually or send to individual subcontractors via email
10 votes -
Email to bill - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are working on accounts it can be especially confusing.
We currently type PAID or DD (direct debit) into the reference to differentiate between the type of bills but seems a little clunky.
Anyone else deal with this issue and think this would be a handy function?
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…
21 votes -
History & Notes | User Role: Receive notification of changes
Every now and again we have an issue in a client account with someone's User Role being altered without notification.
I can't figure out if the client is in there making changes without really knowing what they are doing, or if Xero is having a weird glitch.
(the latter seems unlikely)
It would be nice if we could pin point who was doing it so we could explain the hassle they are creating!2 votes -
Projects | Quotes - Pull through Item description as well as name
In Projects, when we add tasks to the project (pulled from Products and Services) and then Create Quote, the Product or Service name is what imports into the description line in the Quote and not the description from that Product or Service, as it does when creating a quote outside of Projects. Having this consistency makes sense (and is strange that it is not already the default) but it makes creating a quote from projects cumbersome, as the description needs to be added manually.
3 votes -
Purchase order - Use total cost and number of units to calculate unit price
Ability to enter total amount of Purchase Order and number of units, then the unit price will be automatically calculated. Have quotes given by suppliers that are a fixed amount that cannot be changed, and because of the Unit number the total has to round up, it doesn’t give the same total.
3 votes -
Profit & Loss - Ability to sort expenses
Ability to sort expenses on a Profit and Loss report from largest to smallest.
7 votes -
Xero Projects - Needs Total Estimated Hours & Total Used Hours (for Tasks) at top of Projects
Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then I would also have to do the same for hours 'used'. Totals at the top would be amazing. Thanks
Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then…
8 votes
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